According to @casey_lau, Bob Iger indicated Disney+ will let subscribers access a proprietary Disney large language model and create AI-generated shorts using franchises like Star Wars and Marvel, with licensing limited to usage inside Disney+ only (source: Casey Lau on X, Dec 12, 2025). @casey_lau states the model includes ad revenue sharing to users who create such shorts, implying a built-in monetization layer for creator content on the platform (source: Casey Lau on X, Dec 12, 2025). For trading context, the plan centers on first-party AI, walled-garden licensing, and ad revenue capture, which, if implemented as described, would affect Disney’s streaming engagement and advertising metrics rather than introduce a tokenized or blockchain component (source: Casey Lau on X, Dec 12, 2025). There is no mention of blockchain, tokens, or NFTs in the described features, indicating limited direct impact on crypto assets despite the AI angle (source: Casey Lau on X, Dec 12, 2025).

According to @TO, Pizza Ninjas launched IP School as an intensive bootcamp and holder portal to turn characters into revenue-generating IP through group sessions and hands-on projects, outlining a structured creation-to-monetization pipeline, source: @TO. The portal will offer updates, events, community tools, and direct access to a custom LLM built on the latest AI models so holders can generate images, videos, and stories, source: @TO. The program starts with the first 100 wiki pages defining the Ninja World’s origin, events, characters, and timeline, after which thousands of holders can expand the story in a shared sandbox with coaching and mentoring, source: @TO. The best work will be community-curated, with top projects licensed and distributed by Pizza Ninjas and pitched to major networks, and holders receiving 80% of licensing revenue while 20% is reinvested into operations, source: @TO. @TO stated that decentralized IP creation struggled in 2021–22 due to traction challenges, but newer AI models like Veo3 and Nano Banana now enable mainstream-quality content and can act as a coach and referee to keep a decentralized IP universe consistent at scale, source: @TO. The initiative explicitly combines crypto incentives with AI to monetize holder-created IP, giving traders clear execution checkpoints to track such as portal launch usage, wiki build-out, curation outcomes, licensing deals, and subsequent revenue distributions under the 80/20 split, source: @TO.

According to @StockMarketNerd, Apple ($AAPL) is reportedly considering Google’s ($GOOGL) Gemini to power an upgraded Siri (source: @StockMarketNerd). The post characterizes this as a positive for the LLM leader via more traffic, more data, and faster innovation, indicating potential benefits to Alphabet if adopted (source: @StockMarketNerd). The report is unconfirmed and includes no mention of cryptocurrencies or on-chain effects, so no direct crypto-market catalyst is identified from this source (source: @StockMarketNerd).